Generalist · San Antonio, TX
Victory Capital Management
Q4 2018 · compared with Q3 2018
Filed as Victory Capital Management INC
- Software
- $1.8B
- Weight of 13F
- 4.6%
- Names
- 60
- Net bought
- −$35.0M
Filed 5 February 2019 · SEC filing.
1,715 positions in the whole 13F.
Quarters on file
Each quarter on file, back to June 2016 when the filing exists. Net bought is the share change from the previous quarter at that quarter’s close. A split that leaves the dollar value in place counts as flat.
- Q2 2026183 names$15.4B+$1.2B
- Q1 2026182 names$13.5B+$618M
- Q4 2025183 names$16.7B+$2.5B
- Q3 2025182 names$17.5B+$1.2B
- Q2 2025177 names$16.9B+$6.5B
- Q1 2025174 names$7.1B+$303M
- Q4 2024170 names$7.5B+$386M
- Q3 2024165 names$6.9B−$10.4M
- Q2 2024164 names$6.9B+$497M
- Q1 2024161 names$6.3B+$209M
- Q4 2023163 names$5.7B+$153M
- Q3 2023160 names$4.7B−$78.6M
- Q2 2023157 names$5.0B−$76.2M
- Q1 2023159 names$4.5B−$469M
- Q4 2022153 names$4.5B−$178M
- Q3 2022156 names$4.4B+$345M
- Q2 2022148 names$4.8B+$33.4M
- Q1 2022147 names$5.6B−$190M
- Q4 2021153 names$6.9B−$495M
- Q3 2021150 names$7.1B+$83.1M
- Q2 2021140 names$7.0B+$1.6B
- Q1 2021133 names$6.6B+$272M
- Q4 2020121 names$6.8B−$126M
- Q3 2020114 names$6.0B−$119M
- Q2 2020108 names$5.6B−$232M
- Q1 2020127 names$4.3B−$299M
- Q4 2019127 names$5.4B−$248M
- Q3 2019120 names$4.8B+$2.4B
- Q2 201961 names$2.6B+$59.7M
- Q1 201963 names$2.3B−$21.8M
- Q4 201860 names$1.8B−$35.0M
- Q3 201856 names$2.1B+$30.2M
- Q2 201857 names$1.8B−$80.7M
- Q1 201856 names$1.7B−$59.9M
- Q4 201756 names$1.6B+$108M
- Q3 201753 names$1.5B−$36.1M
- Q2 201753 names$1.4B−$132M
- Q1 201752 names$1.4B−$96.6M
- Q4 201652 names$1.4B+$109M
- Q3 201650 names$1.3B+$488M
- Q2 201642 names$632M—
What moved the book
The five software lines with the largest share change this quarter.
Software held
- Euronet Worldwide, Inc.EEFT2,459,149 shares · 14.0% of their software · price +$5.3M$252M−$6.8M
- RingCentralRNG1,422,607 shares · 6.5% of their software · price −$15.1M$117M−$12.1M
- ServiceNowNOW645,056 shares · 6.4% of their software · price −$11.3M$115M−$1.7M
- WixWIX1,129,290 shares · 5.7% of their software · price −$33.2M$102MFlat
- SynopsysSNPS1,201,417 shares · 5.6% of their software · price −$17.3M$101MFlat
- GoDaddyGDDY1,444,352 shares · 5.3% of their software · price −$25.7M$94.8M−$9.8M
- Roper Technologies, Inc.ROP309,861 shares · 4.6% of their software · price −$9.2M$82.6M−$9.7M
- VeriskVRSK716,585 shares · 4.3% of their software · price −$8.2M$78.1M+$26.0M
- PTCPTC920,413 shares · 4.2% of their software · price −$21.4M$76.3M−$13.7M
- WEX Inc.WEX511,096 shares · 4.0% of their software · price −$31.0M$71.6M−$29.6M
- MicrosoftMSFT526,459 shares · 3.0% of their software · price −$6.7M$53.5M−$4.2M
- Strategy IncMSTR409,724 shares · 2.9% of their software · price −$5.3M$52.3M+$14.4M
- TwilioTWLO560,670 shares · 2.8% of their software · price +$1.7M$50.1M+$30.3M
- NICENICE461,792 shares · 2.8% of their software · price −$2.9M$50.0M−$10.2M
- DropboxDBX2,090,309 shares · 2.4% of their software · price −$13.4M$42.7M+$4.1M
- Tyler TechnologiesTYL205,282 shares · 2.1% of their software · price −$12.2M$38.1M−$8.1M
- Palo Alto NetworksPANW199,799 shares · 2.1% of their software · price −$7.4M$37.6M+$2.1M
- Q2QTWO738,399 shares · 2.0% of their software · price −$8.1M$36.6M+$12.0M
- SS&CSSNC752,358 shares · 1.9% of their software · price −$8.8M$33.9M−$6.8M
- SalesforceCRM243,899 shares · 1.9% of their software · price −$5.4M$33.4M+$5.3M
- NutanixNTNX730,470 shares · 1.7% of their software · price −$825K$30.4M+$14.3M
- TrimbleTRMB913,440 shares · 1.7% of their software · price −$9.6M$30.1M−$17.3M
- CommvaultCVLT503,390 shares · 1.7% of their software · price −$5.5M$29.7M+$4.8M
- VeevaVEEV332,513 shares · 1.7% of their software · price −$6.5M$29.7M−$2.4M
- TeradataTDC715,097 shares · 1.5% of their software$27.4MNew · +$27.0M
- OktaOKTA346,260 shares · 1.2% of their software · price −$2.3M$22.1MNew · +$24.4M
- PaycomPAYC149,631 shares · 1.0% of their software · price −$4.9M$18.3M−$1.2M
- Fair IsaacFICO93,738 shares · 1.0% of their software · price −$3.9M$17.5M−$14.2M
- Paychex, Inc.PAYX264,223 shares · 1.0% of their software · price −$2.2M$17.2M+$940K
- Fiserv, Inc.FISV79,788 shares · 0.3% of their software · price −$709K$5.9MFlat
- Automatic Data Processing, Inc.ADP41,546 shares · 0.3% of their software · price −$812K$5.4MFlat
- VeriSign, Inc.VRSN30,794 shares · 0.3% of their software$4.6MFlat
- AdobeADBE19,712 shares · 0.2% of their software · price −$862K$4.5MFlat
- FactSetFDS20,675 shares · 0.2% of their software$4.1MFlat
- MorningstarMORN36,116 shares · 0.2% of their software · price −$580K$4.0MFlat
- F5, Inc.FFIV24,262 shares · 0.2% of their software · price −$907K$3.9MFlat
- CoStarCSGP9,377 shares · 0.2% of their software · price −$783K$3.2MFlat
- BroadridgeBR30,292 shares · 0.2% of their software · price −$1.1M$2.9MFlat
- AkamaiAKAM45,234 shares · 0.2% of their software · price −$546K$2.8MFlat
- Sabre CorporationSABR122,296 shares · 0.1% of their software · price −$543K$2.6MFlat
- BlackbaudBLKB28,903 shares · 0.1% of their software · price −$1.1M$1.8MFlat
- OracleORCL37,760 shares · 0.1% of their software$1.7MFlat
- i3 Verticals, Inc.IIIV63,495 shares · 0.1% of their software$1.5MFlat
- InterDigital, Inc.IDCC22,322 shares · 0.1% of their software$1.5MFlat
- IntuitINTU5,102 shares · 0.1% of their software$1.0MFlat
- The Trade DeskTTD7,041 shares · 0.0% of their software$817KFlat
- EVERTEC, Inc.EVTC26,505 shares · 0.0% of their software$761KFlat
- ProgressPRGS19,103 shares · 0.0% of their software$678KFlat
- ePlus inc.PLUS6,213 shares · 0.0% of their software$442KFlat
- AutodeskADSK3,224 shares · 0.0% of their software$415KFlat
- Alarm.com Holdings, Inc.ALRM6,938 shares · 0.0% of their software$360KFlat
- AppFolioAPPF4,112 shares · 0.0% of their software$244KFlat
- NetApp, Inc.NTAP3,824 shares · 0.0% of their software$228KFlat
- CadenceCDNS4,171 shares · 0.0% of their software$181KFlat
- Ribbon Communications Inc.RBBN32,365 shares · 0.0% of their software$156KNew · Flat
- FortinetFTNT2,129 shares · 0.0% of their software$150KNew · Flat
- DocuSignDOCU3,002 shares · 0.0% of their software$120KFlat
- BoxBOX3,588 shares · 0.0% of their software$61KFlat
- StoneCo Ltd.STNE2,520 shares · 0.0% of their software$46KNew · Flat
- ElasticESTC588 shares · 0.0% of their software$42KNew · Flat